Mark Bourgeois
Advisor at Acrylic Financial, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Acrylic Financial, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Wichita, KS 67212
Credentials
Series 63, Series 65
Industry experience
24 years
Mark Bourgeois is a financial advisor at Acrylic Financial, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including AlphaStar Capital Management and Ameritas Life Insurance Corp. He is also licensed as an independent insurance agent, offering fixed insurance products and mortgage brokerage services. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, corporations, and pooled investment vehicles. The firm employs a tailored investment approach combining asset allocation, momentum models, and fundamental and technical analysis, serving clients through both discretionary and non-discretionary management.
Based on Acrylic Financial, Inc.
Based on Acrylic Financial, Inc.
Financial planning fixed fees between $50 and $5,000
$0 - $249,999: 1.80% $250,000 - $999,999: 1.75% $1,000,000+: 1.65%
Certain supervised persons receive commissions on insurance and securities products sold separately from advisory services
Financial planning hourly fees between $100 and $300 per hour
Performance allocation fees charged by Acrylic Explorer Fund LP (private fund) as disclosed in fund documents
Minimum fee: $50 first year setup fee per account (one-time) Fee-only: Portfolio management fees, financial planning fixed or hourly fees (no commissions on advisory fees)
900 N Tyler Rd, Suite 7
Wichita, KS 67212
Kansas
Acrylic Financial, Inc.
2020 - Present (6 years)
AlphaStar Capital Management, LLC
2016 - Present (10 years)
Ameritas Life Insurance Corp
2015 - Present (11 years)
Central Financial Services Of Wichita
2011 - Present (15 years)
Ameritas Investment Corp
2010 - Present (16 years)
Avacar Financial
2010 - Present (16 years)
Central Financial Services
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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